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What is UPilot?

To reach a revenue target of $1 million with a closing rate of 40%, the sales team needs to cultivate a pipeline of opportunities amounting to $2.5 million. UPilot streamlines this effort by automatically monitoring the closing ratios for both the overall team and individual salespeople. By effectively utilizing a CRM, teams can anticipate revenue flows, make informed investments, confidently grow their staff, and maintain steady progress. Nevertheless, without the ability to manage their sharing settings, managers might find it challenging to accurately gauge closing ratios and predictions, which can ultimately obstruct reliable growth. Thus, adopting a CRM that provides role-based access from top down is essential to prevent stagnation and unnecessary expenses as growth plans are put into action. Regrettably, numerous CRM solutions either lack this vital functionality or limit it to their highest-priced Enterprise levels. As a result, once a growth strategy is determined, organizations frequently confront the choice of either moving to entirely new and complicated systems or incurring higher costs for superior plans to unlock essential features. The significance of selecting the appropriate CRM cannot be overstated; it is fundamental to determining a company's long-term success. A well-chosen CRM not only enhances operational efficiency but also empowers teams to make data-driven decisions that could lead to sustained profitability.

What is Creally?

Creally revolutionizes the influencer marketing landscape by simplifying the journey from creator discovery to contract finalization. By utilizing a theme-based search approach, it enables the identification of creators who align with specific content topics rather than just relying on keywords, thereby improving the relevance of matches and boosting engagement rates. The platform incorporates a unique Creally Score that assesses creators based on contextual relevance, authenticity, and safety for the brand, and it continuously learns from past partnerships to refine its future recommendations. Moreover, the Performance Score benchmarking allows for a comparative analysis of creators within the same niche, employing metrics like view-to-follower ratios and posting consistency to provide insights. An AI Agent takes charge of automating outreach, audience verification, and negotiation tasks, which empowers teams to broaden their partnerships without needing to hire additional personnel. With a wide array of filtering options based on geography, language, gender, and estimated age group, brands can find the perfect match for their specific needs. The platform also integrates negative keyword filtering to exclude creators associated with sensitive topics, thereby safeguarding brand integrity and reputation. This extensive automation not only conserves valuable time but also significantly boosts the overall effectiveness of influencer marketing initiatives, ultimately leading to more impactful collaborations.

Media

Media

Integrations Supported

ActiveCampaign
Asana
Basecamp
Brevo
Drip
Gmail
Google Calendar
Google Drive
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
Mailchimp
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Xero
Zoom

Integrations Supported

API Availability

API Availability

Pricing Information

$29 per user per month
Free Trial Offered?

Pricing Information

Contact us
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

UPilot

Date Founded

2016

Company Location

United States

Company Website

upilot.com

Company Facts

Organization Name

Creally

Date Founded

2025

Company Location

United States

Company Website

creally.io

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Influencer Marketing

CRM
Campaign Management
Faceted Search / Filtering
Influencer Discovery
ROI Tracking

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